Ask Todd 11-17-21

The Financial Exchange Show - A podcast by The Financial Exchange Network

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Giving assets away is something that should not be done lightly, and Todd discussed how people should go about doing this. He also gave an update on gift tax exemption rules for 2022, which could play a key role in the decision to gift assets while estate planning. Todd also previewed Cushing & Dolan's guide for November titled, "Do's and Don'ts of Gifting Assets".